LPL Financial
SKWD icon

LPL Financial’s Skyward Specialty Insurance SKWD Stock Holding History

LPL Financial’s Portfolio SKWD Stock Details SKWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.3M Buy
22,323
+7,070
+46% +$334K ﹤0.01% 4174
2026
Q1 		$666K Buy
15,253
+6,494
+74% +$295K ﹤0.01% 4520
2025
Q4 		$448K Sell
8,759
-1,456
-14% -$70K ﹤0.01% 4811
2025
Q3 		$486K Sell
10,215
-4,041
-28% -$202K ﹤0.01% 4652
2025
Q2 		$824K Sell
14,256
-2,987
-17% -$172K ﹤0.01% 3924
2025
Q1 		$913K Buy
17,243
+3,150
+22% +$152K ﹤0.01% 3637
2024
Q4 		$712K Buy
14,093
+2,378
+20% +$115K ﹤0.01% 3778
2024
Q3 		$477K Buy
+11,715
New +$454K ﹤0.01% 4029

Other funds holding SKWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LPL Financial's SKWD Position: Q2 2026 in Review

LPL Financial increased its Skyward Specialty Insurance (SKWD) stake by 46% in Q2 2026, buying an estimated $334K and bringing the position to 22,323 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #4174.

LPL Financial first reported a position in SKWD in Q3 2024 and has held it in 8 quarters since. 244 funds tracked by Wall St. Rank hold SKWD as of Q2 2026.

  • LPL Financial held 22,323 shares of Skyward Specialty Insurance worth $1.3M as of Q2 2026.
  • LPL Financial bought 7,070 Skyward Specialty Insurance shares in Q2 2026, an estimated $334K.
  • Skyward Specialty Insurance made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4174 holding.
  • LPL Financial first reported a position in Skyward Specialty Insurance in Q3 2024 and has held it in 8 quarters since.
  • 244 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.